Case Studies

Explore Our Track Record

Buy Side Case Study

Laying the Foundations for a Rollup in Residential Restoration

Read Case Study

Sell Side Case Study

Walking Alongside SaaS Founders Exiting to a Strategic Buyer

Read Case Study

Sell Side Case Study

Advising a Foreign Owner through the Sale of His Content Membership Business to an American Buyer

Read Case Study

Sell Side Case Study

Guiding a Content Founder through an Acquihire to Maximize Value While Protecting His Business Vision

Read Case Study

Buy Side Case Study

Supporting an Ecommerce Rollup Operator Through Initial Structuring and Multiple Acquisitions

Read Case Study

Sell Side Case Study

Navigating the Sale of a Granite Carving Business to Secure a Prosperous Retirement

Read Case Study

Buy Side Case Study

Aiding a SaaS Rollup in Serial Acquisitions Around the World

Read Case Study

Buy Side Case Study

Structuring and Executing a Commercial Restoration Rollup to Gain from Shared Efficiencies

Read Case Study

Buy Side Case Study

Working with Self-Funded Searchers to Purchase a Legacy Media Business Where They’ll Use Their Experience to Bring the Business into a New Era

Read Case Study

Buy Side Case Study

Helping Self-Funded Searchers Structure a Winning Deal with Investors and a Seller Rollover

Read Case Study

Sell Side Case Study

Guiding a SaaS Founder Through an Acquihire Balancing Personal Goals with Continued Business Growth

Read Case Study